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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2801
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$484K $0 1 0.13% Maintained
2802
LCM
LVM Capital Management
Michigan
$484K $0 1 0.07% Maintained
2803
PTP
Platform Technology Partners
New York
$484K +$513K 1 0.2% New
2804
DA
Doliver Advisors
Texas
$481K +$498K 1 0.16% New
2805
AC
Avestar Capital
New York
$480K -$169K 2 0.06% Reduced
2806
GM
GeoWealth Management
Illinois
$480K +$93.8K 2 0.06% Increased
2807
TWM
Tolleson Wealth Management
Texas
$479K $0 1 0.13% Maintained
2808
BMCM
Bryn Mawr Capital Management
Pennsylvania
$477K -$446K 1 0.22% Reduced
2809
PC
Prairiewood Capital
North Dakota
$477K +$365 1 0.41% Increased
2810
SHGA
Sand Hill Global Advisors
California
$476K +$12.5K 2 0.03% Increased
2811
KSCM
Kamunting Street Capital Management
Florida
$474K $0 1 0.19% Maintained
2812
ZF
Zhang Financial
Michigan
$474K -$64.9K 1 0.12% Reduced
2813
DE
Day & Ennis
Georgia
$473K +$24.5K 1 0.16% Increased
2814
FRA
Front Row Advisors
California
$473K +$50.5K 13 0.19% Increased
2815
HAIM
Hunter Associates Investment Management
Pennsylvania
$473K -$2.27M 1 0.15% Reduced
2816
DIA
Davidson Investment Advisors
Montana
$471K -$34.6K 1 0.04% Reduced
2817
QCI
Quaker Capital Investments
Pennsylvania
$466K $0 1 0.18% Maintained
2818
Phoenix Financial
Phoenix Financial
Israel
$465K -$4.42M 1 0.01% Reduced
2819
ACM
Ategra Capital Management
Virginia
$465K +$2.08K 1 0.23% Increased
2820
WCFA
Walkner Condon Financial Advisors
Wisconsin
$464K +$63K 1 0.17% Increased
2821
HPC
Hobart Private Capital
North Carolina
$464K -$2.56K 1 0.19% Reduced
2822
HFP
Holistic Financial Partners
Indiana
$463K +$217K 2 0.28% Increased
2823
GSEP
Golden State Equity Partners
California
$461K -$523K 1 0.18% Reduced
2824
SAF
Smith Anglin Financial
Texas
$457K +$1.62K 1 0.09% Increased
2825
FA
Forefront Analytics
Pennsylvania
$455K +$9.49K 1 0.18% Increased